Receive, review and process executed original estate planning documents; secure original documents for storage; prepare copies of executed documents suitable for client presentation (binders of paper copies, virtual PDF portfolio, etc.) and accompanying documentation; draft, revise and finalize cover letter; assist with other administrative tasks related to estate planning (beneficiary change forms, insurance endorsements, etc.); report regularly as to status of work-in-process and maintain status logs; maintain will vaults and off-site storage system, and all records regarding location of stored original documents. Revise and finalize estate planning documents, charts and letters; work with attorneys and legal assistants to ascertain status of unexecuted estate plans, identify and resolve outstanding items and "shepherd" the plan toward completion; process requests for new estate planning assignments; work with clients to get draft estate planning documents to them electronically, in paper form, or both; serve as witness and/or notary public at document execution conferences if needed (required to maintain Notary Public commission in state of residence).